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New Visitor Connect Flow

Cornerstone Church · From first visit to follow-up message, with engagement tracking.

Steps

  1. 1New Visitor
    data capture

    Record that a new visitor attended.

    • • Visitor name (text)
    • • Service date (text)
  2. 2Info Captured
    data capture

    Capture contact details from the connect card.

    • • Email (text)
    • • Phone (text)
    • • Interests / prayer requests (textarea)
  3. 3Follow-Up Assigned
    assignment

    Assign a connect team member to reach out.

  4. 4Message Sent
    data capture

    Send the welcome message and log how it went.

    • • Channel (select)
    • • What did you say? (textarea)
  5. 5Engagement Tracked
    data capture

    Did they respond? Did they come back?

    • • They responded (checkbox)
    • • They returned the next week (checkbox)
    • • Notes (textarea)
  6. 6Generate Welcome Summary
    output

    Generate the welcome follow-up summary.

Start a new run

Run this workflow against a new subject (visitor, job, lead, etc.).

Existing runs